ERP Templates for Software Selection
This RFP template enables you to precisely communicate your company's unique ERP requirements to vendors, and then elicit consistent, easily evaluated and compared answers from those vendors about HOW they will provide a ERP system solution tailored to your needs in these areas:
This RFP template for a ERP software system enables you to quickly and reliably select a ERP software system best for your needs.
These templates includes a comprehensive set of vendor RFP response (proposal) evaluation tools that enables you to quickly and accurately compare vendor NFP ERP software system proposals to your company's requirements and to each other. A detailed "side-by-side" response comparison matrix with heat map, scorecard, and 3-D bar Charts are displayed about:
This set of vendor response evaluation templates for NFP ERP systems ensures impartial and accurate analysis of all competing ERP software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best nonprofit ERP software system for your needs.
End-to-End (E2E) ERP Business Process evaluation & comparison filters now included! End redundant activities. Reduce Cycle times. Eliminate workflow bottlenecks. Easily select ERP software based on the TRUE VALUE it delivers! View Details...
This Requirements Checklist with Fit-GAP analysis will help you identify your company's unique NFP ERP system requirements, and answer many questions crucial to successful NFP ERP system selection and implementation.
ALL TEMPLATES INCLUDED! Quickly select the best nonprofit ERP software system by using these quantitative NFP ERP software requirements and software selection templates, all included in this Toolkit! Collaborate online using Google Drive, Microssoft 365, or Dropbox.
This detailed list of Not-For-Profit ERP requirements enables you to immediately conduct user needs surveys, issue an RFP, and query vendors about complex Nonprofit ERP software systems. Everything needed to select a ERP system successfully!
These Toolkits include the following to Help Select ERP Software Successfully:
SAVE WEEKS, even MONTHS OF TIME with industry-leading criteria that ensure nothing is overlooked!
Quickly and accurately create a unbiased nonprofit enterprise resource planning RFP that best communicates your specific requirements to vendors! Easily identify your exact needs, then simply delete those that are not needed! This Excel-based template is universally understood, comes with online Help, and is highly customizable. In addition, a detailed Feature to Cost Traceability function helps assure a smoother system implementation and maximum ROI.
All RFP questions are in quantitative format for accurately choosing the best ERP software system.
Highly flexible weighted grade score based on user-defined weights down to the detail row and response level is calculated for each RFP question criteria. This user-defined, customizable weighting allows vendor RFP responses to be evaluated based on your company's specific needs priorities. Calculate weighted scores by department, by workflow process, by application, or by activity to calculate a score that reflect the true value and impact of a proposed ERP software system.
Compare the "doability", i.e., the feasibility, of vendor proposals compared to each other in detail. See HOW each vendor is planning to provide the solution to your needs, and if that solution is really viable.
is a quantitative measure of how well a proposed nonprofit ERP system matches up to your business priorities. This graph compares the overall total scores for each proposed ERP system. This Score is based on all nonprofit enterprise resource planning vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
(See bottom of this page for pricing information.)
These comprehensive and CUSTOMIZABLE Weighted Grade Point Scoring functions are used to determine how well MATCHED a vendor nonprofit ERP proposal is to your specific prioritized nonprofit requirements
Calculates and illustrates Yearly Savings, Payback Period, Return on Investment (ROI), Internal Rate of Return (IRR), and other decision making ratios pertinent to a software/platform selection project.
NFP ERP SOFTWARE REQUEST for PROPOSAL (RFP) TEMPLATE and RESPONSE EVALUATION TOOLKIT
Secured by:
More advice and tips are available at How to Select NFP ERP Software
Just starting a project and need a good system requirements Fit-GAP template? Obtain a General Fit-GAP template here. Looking for a qualified, local system selection consultant? An Infotivity-certified consultant offers the expertise and tools needed to provide valuable advice & services at each step of the nonprofit ERP system platform selection process! Let us recommend a certified consultant!
Used By These Great Companies & Many Others - Learn Why!
Return to the TOP of the ERP Software/System for Not for Profit Requirements Checklist Page.
ERP Software Selection Criteria
All nonprofit ERP system requirements are reviewed and updated on a monthly basis. Very easy to customize, these templates are pre-loaded with over 5,500 ERP requirements criteria about:
RECENT NOT-FOR-PROFIT ERP RFP REQUIREMENT UPDATES INCLUDE:
Artificial Intelligence (AI)
Machine Learning
Nonprofit ERP Collaboration
Executive Dashboards
Predictive Modeling
Intelligent Alerts
NFP ERP Ranking Reports
Self-Service Capabilities
Semantic and Text Analytics
Not-for-Profit ERP What-If Analysis
NFP ERP Report Scheduling
Visualizations Dashboards
Intelligent Data Capture
What-If Analysis Dashboards
Non-profit ERP Ad-hoc Reports
Machine Learning Dashboards
Nonprofit ERP Modile Apps
Dashboard Functions
Tools for Selecting ERP Software for nonprofit
EVERYTHING NEEDED TO CHOOSE ERP SOFTWARE INCLUDED! This nonprofit ERP System RFP Template, and it's matching Vendor Response Comparison and Evaluation Toolkit, include all the following for making ERP platform selection easier and more accurate:
Actual screens and questions from this RFP template are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, select, acquire, and implement the nonprofit ERP software solution best suited to your organization's needs.
In-Depth RFP Functionality - This RFP Template INCLUDES ALL the following capabilities to Obtain Meaningful Responses that are Easily Compared and Evaluated! Scroll Down to View All:
Click to Enlarge
EASILY SELECT THE BEST SOFTWARE using over 5,500 state-of-the-art NFP ERP features criteria!
Click to Enlarge
IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other nonprofit ERP software RFPs, Infotivity RFP Masters template automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each nonprofit enterprise resource planning RFP Master includes a Feature Support Matrix™ (FSM) to automatically capture this information, which can be used to create very accurate and reliable nonprofit software system implementation schedules. View samples here.
Click to Enlarge
DETERMINE RISK and SUPPORTABILITY. nonprofit Software RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX™ of each proposed software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed nonprofit enterprise resource planning software system up and running. Measure the true impact of each system on your business over the long term. View sample here.
Click to Enlarge
CUSTOMIZABLE WEIGHTED GRADE SCORING - (automatically calculate suitability to unique company needs!)
Click to Enlarge
WORKFLOW TOPICS ensure the proposed ERP software for management can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
Click to Enlarge
VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor nonprofit ERP software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!
EASILY CUSTOMIZED to meet your unique nonprofit enterprise resource planning system needs, using basic Excel techniques.
PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!
No installation, no learning curve.
All Vendor Response Evaluation & Comparison tools listed below are INCLUDED with this nonprofit ERP software RFP. EASILY Evaluate Proposed Software Based on Suitability, Quality, Supportability, and Financial Impact.
Click to Enlarge
"APPLES-to-APPLES" FEATURE COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed nonprofit enterprise resource planning system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart™ matrix included with this RFP at no extra charge. View a typical comparison here.
Click to Enlarge
"nonprofit Response Evaluation Ratios (scores)
indicate how a vendor is planning to provide the proposed solution, e.g. the pros and cons of a vendor proposal from a practical "is it doable?" perspective. See HOW a vendor is planning to address each of your requirements, and just how reliable it really is.. View a typical evaluation ratios here.
Enjoy FAST Vendor Response (Proposal) Analysis with Detailed Comparison Scorecards!
Click to Enlarge
RESPONSE QUALITY ANALYSIS RATIOS - SIDE-BY-SIDE COMPARISON - (Compare proposal feasibility side-by-side!)
Click to Enlarge
"In-Depth Financial Analysis Ratios provide valuable insight into how proposed software will impact your organization immediately and over the long term. View and compare side-by-side key financial ratios such as Payback Period, Present Value (PV), Net Present Value (NPV), Internal Rate of Return (IRR), and others. View financial analysis ratios here.
All Vendor Proposed Systems Can Be Quickly Evaluated & Compared! Scroll Down to See How to EASILY Evaluate & Compare ERP Software Platforms Based on Weighted Score Suitability, Quality, Supportability, and Financial Impact.
Click to Enlarge
AUTOMATED WEIGHTED GRADE POINT SCORING
Click to Enlarge
Feature Delivery Methods This graph compares HOW each nonprofit ERP vendor is planning to deliver the proposed ERP system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. The scores used in this nonprofit enterprise resource planning comparison are based on responses to nonprofit system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
Click to Enlarge
Supportability Index A proposed ERP system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a enterprise resource planning system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to nonprofit enterprise resource planning software system features only. This graph compares the potential support effort inherent in each proposed nonprofit ERP software system. View sample 3-D Bar Chart comparison here.
Click to Enlarge
Overall Comparison This graph compares the total Weighted Score of each proposed nonprofit ERP system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed nonprofit enterprise resource planning system and whether or not the ERP system can indeed be implemented by the proposing enterprise resource planning vendor successfully. View sample 3-D Bar Chart comparison here.
Click to Enlarge
Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the ERP RFP for nonprofit. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing nonprofit enterprise resource planning vendor. View sample 3-D Bar Chart comparison here.
The Supporting Documents below are INCLUDED with this nonprofit Software RFP:
COVER LETTER SAMPLES - Make the task easier with this nonprofit ERP RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and " Best & Final Offer Request" to meet your unique nonprofit enterprise resource planning system needs.
FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on nonprofit system acquisition and implementation projects for working sample "Click Here"
BPR / BPE / WORKFLOW Processing Checklists - Excel-based template for mapping the current "AS-IS" state of an existing enterprise resource planning business process down to the data element level, a time-saving organizer when developing the new "TO-BE" state, or when trying to determine what is required to implement a new process, or when preparing for data conversion.
The OPTIMIZED RFP GUIDE. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom ERP RFP questions for nonprofit. Included or Sold Separately
The FOOD PROCESSING ERP SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately
MS Word DOCUMENTATION describing the organization and usage of the nonprofit enterprise resource planning RFP and Evaluation/Comparison matrices.
A Detailed & Comprehensive List of:
nonprofit System Features
Thousand plus of pre-defined nonprofit ERP RFP criteria ensure no important business requirements or software features "slip through the cracks". All are in a quantitative format that guarantees vendor responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD features and EXCEPTION CASE software functions required.
Identify BOTH nonprofit Software Features Availability and Deliverability
Unlike other RFP templates that try (and fail) to gather useful solutions data about complex nonprofit ERP system features, RFP Masters are not constrained to the use of summary-level "Yes" or "No" answers. This RFP Master™ uses a Feature Support Matrix™ (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This ERP RFP Master function is useful during both the enterprise resource planning software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable ERP software functionality and vendor invoicing.
Determine the Risk & Supportability of Proposed
ERP Software Solutions
Unlike other RFP templates, an time and management software RFP Master template can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix™ (FSM) used in each RFP Master™ categorizes the inherent risk posed for each criteria, and uses that information to calculate the SUPPORTABILITY INDEX™ for each vendor RFP response. For example, a feature delivered "out of the box" FULLY SUPPORTED is less risky than one delivered through custom programming, even if the programming is free. This RFP Master function is useful during both the software selection AND the implementation phases of a large ERP system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.
Workflow Topics Included.
The ability of the proposed ERP software to successfully integrate with existing business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new ERP system. This software RFP Master examines all pertinent Workflow features in detail.
Vendor Response Input Validation.
Vendors must answer each RFP question by choosing from a pre-defined list of possible responses. See below for an example of this drop-down list. This forces all vendors to respond to each nonprofit ERP software question in a consistent, standard manner. Eliminates the days of time typically wasted trying to compare the inconsistent or incomplete vendor responses obtained by using traditional, non-quantitative RFP questions! Ensures vendor proposals are easy to compare and evaluate!
Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems
nonprofit Software Comparison
These comparison matrices automatically change vendor response cell background color to GREEN, YELLOW, or RED, to reflect how favorable each response is to your needs! Compared to the tedious task of reviewing hundreds of mono-color Yes/No answers, these colored responses allow problem areas to be spotted more easily, and risk assessment is made much more accurate. All required response comparison matrices are included and ready-to-use! Quickly and easily compare nonprofit enterprise resource planning software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.
Evaluation Ratios
Use an extensive set of ratio calculations to compare nonprofit ERP vendor proposals quickly and efficiently.
WEIGHTED GRADE POINT SCORING
Weighted Grade Score Graph
Compares the Weighted Grade Point Score calculated for each proposed ERP system. This is calculated as follows: The enterprise resource planning vendor response to each RFP question is assigned an unweighted "raw" score. This raw score is then multiplied by the weight factor you entered previously (default = 1) for that nonprofit ERP software RFP question to calculate the weighted score for each response. All of these individual scores are then totaled for use in this comparison. This score is essentially a measure of how well a nonprofit enterprise resource planning software system fits your business and software needs, prioritized by the weight (importance level) you assigned to each question in the RFP. In essence, this score measures the SUITABILITY of each proposed ERP software system to your overall requirements. . NOTE this score measures just software functionality, and does not include any measure of vendor background, expertise, support, or programming ability.
Feature Delivery Method Comparison:
An analysis of how each nonprofit vendor is proposing to deliver the system feature/function contained in their nonprofit enterprise resource planning proposal. The graph below shows the percentage that is Fully Supported "out-of-the-box", the percentage to be done via Report Writer, a Configuration Parameter, or Third-Party add-in, versus the percentage to be done via Custom Coding (Scripting / Programming). This information is very useful in terms of identifying RISK, since a Fully Supported (and tested) nonprofit feature presents far less risk than that same enterprise resource planning feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.
ERP Supportability Index Graph:
The Supportability Index is a forecast of how much nonprofit enterprise resource planning software support and maintenance may be required to keep each proposed software system running at full potential over it's lifetime. This score is determined by how much custom coding is required to implement the proposed nonprofit ERP software, and which business processes depend on the customized software.
Overall Comparison Graph:
This graph compares both the Weighted Grade (Suitability) Score, Supportability Index, and the Vendor Capabilities Profile side-by-side for easy reference. It is important to see how much custom coding is in a proposed nonprofit system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that nonprofit enterprise resource planning system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.
Vendor Profile Score Graph:
The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the ERP RFP for nonprofit. The ERP vendor responses to this section are totaled separately from the software functionality topics, and this data is used to calculate the "Vendor Profile Score". The higher the score, the more CAPABILITIES a vendor is probably going to be.
Cost Savings Analysis:
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects
Purchase and download the nonprofit ERP software selection toolkits by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.
$499.00 US 
(Secure Checkout)
If you have questions, please Contact Us!
ALL the tools & features described above, i.e., everything needed to accurately identify Not for Profit ERP user needs, quickly determine ERP system requirements, prepare and distribute a NFP ERP RFP, compare & evaluate vendor RFP responses (proposals), and select the best NFP ERP software system for your organization's needs, are included in or with each RFP Template! You will receive ALL unbiased, standard ERP criteria, pluse all LATENT and UNDERLYING criteria, since we do NOT receive vendor advertising or money!
All content about RFP template, Request for Proposal template, NFP ERP software requirements, software selection templates, RFI/RFP examples, software selection tools, example RFP, selection guide, and nonprofit system evaluation tools are:
Copyright © 1989 - 2023 Infotivity Technologies, Inc. 1
RFP Template Master, Demo Masters, Example RFP
Demo-Script Template, and IT RFP Template are trademarks of Infotivity Technologies, Inc.
Excel is a trademark of Microsoft Corp..